Nasdaq - Delayed Quote
USD
Wasatch Core Growth Institutional (WIGRX)
79.62
-1.37
(-1.69%)
At close: October 30 at 8:04:19 PM EDT
Fund Summary
The fund invests primarily in smaller growing companies at reasonable prices. It may invest up to 20% of the fund’s total assets in the equity securities (typically common stock) of foreign companies (companies that are incorporated in any country outside the United States and whose securities principally trade outside the United States). Securities issued by companies incorporated outside the United States whose securities are principally traded in the United States are not defined as foreign companies and are not subject to this limitation.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 36.76% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 4.64% |
| 5y Average Return | -0.39% |
| Rank in Category (ytd) | 83 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.27 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
WIGRX | Category Average | WIGRX | Category Average | WIGRX | Category Average |
|
Alpha
|
-17.15 | -0.02 | -12.29 | 0.01 | -5.41 | -0.02 |
|
BETA
|
1.27 | 0.01 | 1.19 | 0.01 | 1.18 | 0.01 |
|
Mean Annual Return
|
0.7 | 0.02 | 0.22 | 0.02 | 0.99 | 0.01 |
|
R-squared
|
69.08 | 0.78 | 76.74 | 0.73 | 80.31 | 0.73 |
|
Standard Deviation
|
19.55 | 0.26 | 21.6 | 0.21 | 20.72 | 0.19 |
|
Sharpe Ratio
|
0.2 | 0.01 | -0.06 | 0.01 | 0.45 | 0.01 |
|
Treynor Ratio
|
1.67 | 0.15 | -3.11 | 0.17 | 6.45 | 0.11 |
